Insightly
Cos'è Insightly?
Insightly è un potente software CRM facile da utilizzare con integrazioni native per Gmail, Office 365, MailChimp e altre applicazioni note. Con oltre 1,5 milioni di utenti in tutto il mondo, in una varietà di settori, le piccole e medie imprese utilizzano Insightly per gestire le opportunità in ogni fase del processo di vendita: stabilire relazioni con i clienti, consegnare progetti, creare preventivi e altro ancora.
Chi utilizza Insightly?
Organizzazioni di qualsiasi settore alla ricerca di una soluzione CRM semplice da utilizzare, ma potente, con funzioni di gestione e consegna dei progetti. Tieni traccia nella stessa piattaforma di tutti gli aspetti, dai potenziali clienti di vendita ai progetti consegnati.
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Recensioni su Insightly
Susan
A reliable and completely user-friendly tool with immense productivity.
Commenti: Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.
Aspetti positivi:
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
Aspetti negativi:
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Risposta di Insightly
4 anni fa
Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
Kevin
Insightly is sales incite.
Commenti: Very positive and strongly recommend to other users.
Aspetti positivi:
The self-served ability to customize our pipeline by service offering.
Aspetti negativi:
Service after the sale to help us understand the other suite of services that we are not using well or at all.
Denise
Insightly developed to enhance our feeds
Commenti: In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.
Aspetti positivi:
Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.
Aspetti negativi:
In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.
Benjamin
A great customer relationship management system
Commenti: Insightly is an excellent CRM that can compete with the best because of its thoroughness. It's helped us organize and keep track of data on a wide range of customers, and we've been using that data in innovative ways to propel sales and marketing efforts. Insightly gives you instant access to detailed information on all of your customers and the people who might need to be contacted to expand your client pipeline and boost your sales. We're happy with how it's been implemented in our business.
Aspetti positivi:
Insightly is a top-notch customer relationship management tool that has dramatically improved how we interact with our clientele. Its ease of use and intuitive design have greatly aided my transition to this software. By centralizing and analyzing customer data, Insightly has helped us increase revenue, refine our marketing strategies, and better serve our clientele. Insightly's analytics and tracking features have been influential in assisting us in making well-informed choices regarding our advertising, marketing, and customer service efforts.
Aspetti negativi:
First, it's not the cheapest software, but its reliability and speed more than makeup for the initial investment. However, it needs more tools to administer email marketing campaigns.
Susan
Casual user
Commenti: Feels like very hard work every time you use it.v
Aspetti positivi:
The search function, to a point.I like that we have a CRM system.
Aspetti negativi:
It doesn't look good. The work flow is clunky. It's so beige. The graphical elements are uninspiring. It is not intuitive.
